High-trust client communications that scale with your book.
Wealth managers, mortgage brokers, and accountants live and die on retention. Handwritten cards are the single touchpoint most clients remember a year later - and you can now run them across your entire client book in one upload.
Where teams use it.
Four touchpoints most firms in the sector mean to do, and never quite get around to. We turn each one into a CSV upload.
New-client welcome
The first impression after engagement letters and KYC paperwork. A handwritten card lands in week one and sets the tone for the rest of the relationship.
Mortgage & loan anniversaries
Every borrower gets a card on their loan anniversary. Top-of-mind for the refinance conversation 2–3 years later, without a cold call.
EOFY & tax-time touchpoints
Accounting clients hear from you most in July. Send a handwritten thank-you in November, when no-one else is. It’s the one your clients remember.
Referral & introducer thank-yous
Referrals are the cheapest acquisition channel a firm has. A handwritten card to the referrer (and the referred) is what keeps the pipeline open.
“We track every new mortgage to a referral source. The brokers who get a card after each settlement now refer 4× more than those on our old email-only cadence.”
Questions specific to financial services.
Can the message be signed by an individual adviser, not the firm?+
Yes. Each row in your upload can carry its own sender name, and the card is signed in that adviser’s name. One campaign, the right signature on every card.
Will the cards trigger compliance review?+
They’re client correspondence, not regulated promotional material, as long as the copy avoids product recommendations or performance claims. Most firms run the copy past their compliance team once and reuse the template.
Can I include a QR code that links to a portal or calendar?+
Yes - and we’d recommend a printed QR over a typed URL. It scans cleanly off the card and lets you measure response.
Ready to start?
No subscription. Pay per card. GST-friendly invoices.